Why Demographic Differences Define How Advisors Should Talk to Clients

“If I had dropped out of college when I was a freshman, I would be a billionaire now. But my mother forced me to finish my education, so now I’m only a millionaire.” — Andrew Mason, Founder and former CEO of GroupOn This quote was provided by Marilyn Moats Kennedy, CEO of Moats Kennedy Inc., […]

7 Best Practices of Successful NextGen Advisors

This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention.  The panel included representatives from a wide range of distribution channels, including a wirehouse, insurance broker-dealer and an online advisor. Moderator: David Berkowitz, President, Lincoln Financial Network Panel:   Eli Broverman, Co-Founder & COO, Betterment, LLC James J. Detterick, Managing […]